Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
O'SHAUGHNESSY ASSET MANAGEMENT LLC | COM NEW | 701 | $1,379,798 | 8,555 | 0.00 | 0.00 | 138 | 1.64 | 03-31-2024 |
AVANTAX ADVISORY SERVICES INC | COM NEW | 702 | $1,376,313 | 8,534 | 0.00 | 0.00 | 346 | 4.23 | 03-31-2024 |
DONALDSON CAPITAL MANAGEMENT LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 973 | 12.94 | 03-31-2024 |
VISIONPOINT ADVISORY GROUP LLC | COM NEW | 704 | $1,364,590 | 8,461 | 0.00 | 0.00 | -1,620 | -16.07 | 03-31-2024 |